SMA

Seven Mile Advisory Portfolio holdings

AUM $619M
1-Year Est. Return 24.99%
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$274K
3
+$245K
4
SMCI icon
Super Micro Computer
SMCI
+$241K
5
SYK icon
Stryker
SYK
+$232K

Top Sells

1
+$286K
2
+$215K
3
+$210K
4
TSLA icon
Tesla
TSLA
+$182K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$157K

Sector Composition

1 Technology 24.53%
2 Communication Services 9.21%
3 Financials 7.66%
4 Healthcare 6.62%
5 Consumer Discretionary 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$917K 0.7%
7,143
+273
27
$859K 0.65%
2,042
+46
28
$850K 0.64%
1,092
+32
29
$830K 0.63%
1,132
+3
30
$809K 0.61%
1,636
-22
31
$773K 0.59%
5,830
+170
32
$753K 0.57%
4,757
+671
33
$739K 0.56%
17,045
+370
34
$715K 0.54%
11,891
+62
35
$704K 0.53%
17,134
-178
36
$699K 0.53%
21,695
+968
37
$694K 0.53%
3,300
38
$669K 0.51%
689
+20
39
$658K 0.5%
5,236
40
$634K 0.48%
1
41
$614K 0.47%
13,910
+122
42
$613K 0.46%
14,670
+4
43
$612K 0.46%
4,638
+43
44
$599K 0.45%
921
+15
45
$593K 0.45%
7,021
-24
46
$591K 0.45%
9,482
+15
47
$589K 0.45%
3,151
-10
48
$578K 0.44%
1,669
+34
49
$572K 0.43%
2,028
+27
50
$568K 0.43%
2,755
+71
1
2
3 4 5